Drew Schwartz is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory roles, he has experience in the fitness and delivery sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Scott Dziubek is a CFP® professional affiliated with LPL Financial and has 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Annex Wealth Management, Grove Point Investments, Waterstone Financial Group, and FFP Advisory Services. Outside of his advisory work, he is involved in coaching sports and fitness at Franklin Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools while overseeing more than $819 billion in discretionary assets through a network of over 22,800 advisors.

Robin Rebarchik is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 63 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Evan Sinda is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Ovsak is a financial advisor with LPL Financial based in Brookfield, WI, holding a Series 66 designation and one year of industry experience. His prior professional background includes roles at Ameriprise and BMO Bank NA, among others. Outside the financial industry, he has experience working in hospitality and retail sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Jason Pokorny is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at firms including Lincoln Financial Advisors, Wells Fargo Clearing, Morgan Stanley, and Merrill. He is also licensed as an insurance agent, providing accident and health insurance, fixed annuities, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of programs and third-party managers.

John Luy is a financial advisor with Robert Baird & Co. in Milwaukee, WI, holding Series 63 and 66 licenses and bringing 39 years of industry experience. He has worked at Robert Baird & Co. since 1985. Outside of his advisory role, he owns and manages several residential rental properties in Milwaukee. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and a variety of separately managed account programs, utilizing a mix of manager-traded and model-traded strategies alongside internal research and technology tools.

Walter Taylor is a financial advisor at RBC Capital Markets with two years of industry experience. His prior roles include three years at Baird. Outside of his advisory duties, he serves on the board of directors for Safe And Sound, a nonprofit focused on community safety in Milwaukee, and coaches high jumpers and sprinters for The University School of Milwaukee track team. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs that tailor portfolio management and financial planning services to clients’ risk profiles through a combination of in-house and third-party investment managers.

Mitchell Andrews is a CFP®-certified financial advisor with four years of industry experience. He is currently with OSAIC and previously worked at Securities America and Securities America Advisors. Outside of his advisory role, he has experience as a tax preparer and operates an S Corporation for payroll services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm uses a model-based investment process emphasizing asset allocation and portfolio optimization, supported by multiple affiliated broker-dealer and RIA platforms.

Princess Davis is a financial advisor at Morgan Stanley in Milwaukee, WI, holding a Series 66 designation with three years of industry experience. Her prior roles include four years at Baird and positions at Principal Financial Group, Humach, and Metro Market. Outside of advising, she is a limited partner in Golden Root Colective, a recreational enterprise based in Milwaukee. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including comprehensive financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Patrick Rich is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held various roles including work with Cutting Edge Staffing and Rich Language Consulting. Outside of his advisory work, he has been involved with Inter Northshore FC/Milwaukee Kickers and Neighborhood House of Milwaukee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Cody Ganchar is a financial advisor with Edward Jones in Germantown, WI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he coached youth hockey with the Milwaukee Jr. Admirals and worked at Johnson Controls. He continues to serve as a youth hockey coach in Milwaukee outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Donald Sonsalla is a financial advisor with RBC Wealth Management in Mequon, WI, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Wealth Management since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management options and integrates in-house and third-party investment resources.

Curtis May is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor firms since 1995. Outside of his advisory role, he serves as a board member for the Cedar Reserve Homeowners Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm uses a range of advisory models and third-party managers, offering a selection of mutual funds, ETFs, separately managed accounts, and alternative investments without sponsoring its own wrap fee program.

Deidra Catus is a financial advisor at Raymond James & Associates with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley, Empower Financial Services, J.P. Morgan Securities, and Fidelity Investments. Outside of her advisory role, she is the proprietor of The DMW Collection LLC, an art and culture business based in Texas. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services.

Patrick Fennelly is a financial advisor with Morgan Stanley in Milwaukee, WI, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he serves as a forensics judge at Brookfield East High School and is a board member and vice chairman of the finance committee at Penfield Children’s Center, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and scenario modeling, primarily acting in an advisory capacity.

Wendy Wolfe is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2011. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services to meet client goals and risk tolerances.

Debra Owen is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 41 years of industry experience. She has worked with Cetera and its affiliated firms since 2007. Outside of her advisory role, she is involved with THE LA BRI GROUP- DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Benjamin Haddorff is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies from 2004 to 2021. He is also involved in non-variable insurance activities related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Eric Oleson is a financial advisor with Morgan Stanley in Mequon, WI, holding Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly to individuals and through employer agreements.